Within the Canvas Revenue module, each claim lives within a queue. The queues provide organization of claims according to their stage in the revenue cycle, helping you quickly identify which claims need attention. Each queue serves as a checkpoint, providing insights into where each claim lies in the billing and adjudication process.

The Queues

It's important to know what queues are available and their intended use.

All Claims
Displays a comprehensive list of all claims created, offering a full view of the billing process.

Appointment Queue

This queue contains any claims that are associated to an appointment that has not been checked in. This could include claims with a date of service in the history if the note was never checked in.

Clinician Queue
Houses claims that require clinician review. Claims are automatically moved here once an appointment is checked in and stay until the clinician locks the note for the first time. At that point, claims shift to the Coding queue, indicating they’re ready for billing review.

Coding Queue
This queue contains claims pending coding review by billers. After a claim has been reviewed, the biller manually advances it to the Submission queue.

Submission Queue
Shows claims that are ready to be submitted to the clearinghouse. This is the final step before submission to insurers.

If Claim.MD is enabled claims in the submission queue can be submitted to the clearinghouse in a batch manually or a scheduled process job submits once a day. Submission to the clearinghouse automatically advances claims to the filed queue

Filed Queue
Displays claims successfully submitted to the clearinghouse, whether automatically or manually by the biller.

Rejected Queue
Contains claims that have been returned by the clearinghouse or insurers with rejections, requiring correction and resubmission.

Adjudicated Queue
Shows claims processed by the insurance company, with determinations made about payment responsibility.

For clinics using automated ERA processing, some claims may bypass this queue if successfully processed. However, if an error occurs, the claim will appear in this queue with details in the activity log.

Patient Queue
Displays claims with outstanding patient balances, signaling a need for payment follow-up.

History Queue
Contains claims that have completed processing, with no outstanding balance. This queue serves as a historical record of finalized claims.

Trash Queue
Lists claims that have been removed or deleted from active processing.

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Queue Contents

Each queue is divided into columns of essential information. Queues have multiple options to filter and sort claims, allowing you to quickly find the information you need. Filtering and sorting capabilities include:

Type

Claim ID

Date of Service

Patient Name

Current Insurance

Insurance Balance

Patient Balance

Days in Queue

Guarantor

Provider

Latest Remit

Last Invoiced

Snoozed Until (chronological order)

Labels (alphabetical order)

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Queue Display

Each queue is able to be controlled by administrators with appropriate permissions to enable or disable columns within each queue.

If you are an administrator and don't have the correct permissions, please reach out to Canvas Support so we can enable for you.

Configuring the queue columns is managed in admin settings under the Quality & Revenue header. Once you've entered the queues admin page, select the queue that you want to modify. You can change the following fields

To select multiple options use the following keyboard shortcuts
Windows: Hold Ctrl + Click items. Mac: Hold Command + Click items.

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